UNIVERSITY OF SAINT MARY INC (EIN 480547846) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1923

Legal Domicile

Phone

9137586123

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF SAINT MARY INC, founded in 1923, is a mid-sized nonprofit in the Education sector that reported $48.1M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year.

Mission

THE UNIVERSITY OF SAINT MARY EDUCATES STUDENTS AND PREPARES THEM FOR VALUE-CENTERED LIVES AND CAREERS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,350,408

Program Service Revenue $41,063,211

Investment Income $1,599,630

Other Revenue $44,528

TOTAL REVENUE $48,057,777

Expense Breakdown

Grants Paid $16,978,093

Salaries & Benefits $17,451,228

Fundraising Expenses $1,912,470

Program Expenses $41,187,569

Other Expenses $12,604,419

TOTAL EXPENSES $47,033,740

Year-over-Year Comparison

	2024	2023	Change
Revenue	$48,057,777	$53,229,918	-0.1%
Expenses	$47,033,740	$45,961,691	+0.0%
Net Income	$1,024,037	$7,268,227	-0.9%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

644

Volunteers

110

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$925,012

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SR DIANE STEELE	PRESIDENT/SCL TRUSTEE	40.0	Officer Director	$0	$0	$0
AARON WEISSENFLUH	TRUSTEE	1.0	Director	$0	$0	$0
ADELE DUCHARME	TRUSTEE	1.0	Director	$0	$0	$0
ALAN LANKFORD	TRUSTEE	1.0	Director	$0	$0	$0
ALLEN ROBERSON	TRUSTEE	1.0	Director	$0	$0	$0
ALLISON BANIKOWSKI	TRUSTEE	1.0	Director	$0	$0	$0
BOB WRIGHT	TRUSTEE	1.0	Director	$0	$0	$0
BRIAN GILLESPIE	TRUSTEE	1.0	Director	$0	$0	$0
CAROL WAMBEKE	TRUSTEE	1.0	Director	$0	$0	$0
CHRISTINE GOULD HAMM	TRUSTEE	1.0	Director	$0	$0	$0
COREY HAMILTON	TRUSTEE	1.0	Director	$0	$0	$0
COURTNEY KOUNKEL	TRUSTEE	1.0	Director	$0	$0	$0
DENISE MINET	TRUSTEE	1.0	Director	$0	$0	$0
JEAN PLUMB	TRUSTEE	1.0	Director	$0	$0	$0
JOSEPH CONTRUCCI	TRUSTEE	1.0	Director	$0	$0	$0
LISA BOWERS	TRUSTEE	1.0	Director	$0	$0	$0
MICHELLE FRIEND-COON	TRUSTEE	1.0	Director	$0	$0	$0
PAUL SINCLAIR	TRUSTEE	1.0	Director	$0	$0	$0
RUEBEN PEREZ	TRUSTEE	1.0	Director	$0	$0	$0
SALLY SALLEE	TRUSTEE	1.0	Director	$0	$0	$0
SR JEAN PANISKO	TRUSTEE	1.0	Director	$0	$0	$0
SR MELISSA CARMADO	TRUSTEE	1.0	Director	$0	$0	$0
TAJQUAH HUDSON	TRUSTEE	1.0	Director	$0	$0	$0
TES MEHRING	TRUSTEE	1.0	Director	$0	$0	$0
TOM DIALS	TRUSTEE	1.0	Director	$0	$0	$0
TONY ALBERS	TRUSTEE	1.0	Director	$0	$0	$0
JOHN SHULTZ	VICE PRESIDENT ADMISSIONS/MKTG	40.0	Officer	$102,102	$32,314	$134,416
KENNETH DAVID SLOVER	Vice President of Strategic Initiatives	40.0	Officer	$113,833	$3,752	$117,585
MARK BLANCK	VICE PRESIDENT OF ADVANCEMENT	40.0	Officer	$123,485	$19,764	$143,249
MICHELLE METZINGER	VICE PRESIDENT ACADEMIC AFFAIR	40.0	Officer	$147,696	$20,583	$168,279
NANCY BRAMLETT	VICE PRESIDENT FINANCE AND ADM	40.0	Officer	$130,343	$23,194	$153,537
ROBERT MILLER	VICE PRESIDENT ATHLETICS	40.0	Officer	$82,743	$21,786	$104,529
ROBERT SCHUCHARDT	VICE PRESIDENT OF STUDENT LIFE	40.0	Officer	$102,885	$532	$103,417
ANAND SHETTY	PROF OF PHYSICAL THERAPY & DIR	40.0	Highest	$133,209	$13,529	$146,738
ERIN NICOLE HESS-ESCALANTE	ASSOC PROF AND DIV CHAIR DBIT	40.0	Highest	$110,952	$22,426	$133,378
JAMIE DEHAN	PROF AND PROGRAM DIR FOR DPT	40.0	Highest	$122,158	$39,005	$161,163
KAREN KIDDER	NURSING INTERIM DIV. CHAIR & BSN PROGRAM DIRECTOR	40.0	Highest	$105,625	$1,236	$106,861
TOM BERTONCINO	DIRECTOR OF EXERCISE SCIENCE	40.0	Highest	$116,290	$19,419	$135,709

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$48,057,777	$47,033,740	$73,900,744	$1,024,037
2024	$53,229,918	$45,961,691	$72,912,060	$7,268,227
2023	$40,389,866	$40,970,689	$67,909,337	$-580,823
2022	$43,039,490	$39,651,716	$65,836,572	$3,387,774
2021	$42,106,379	$36,091,974	$67,337,359	$6,014,405
2020	$37,612,125	$34,451,428	$58,659,076	$3,160,697
2019	$37,021,688	$34,576,005	$52,793,729	$2,445,683
2018	$35,934,295	$33,896,936	$50,131,499	$2,037,359

UNIVERSITY OF SAINT MARY INC